White-Label Branding

Customize the client portal with your agency branding.

Last updated: January 27, 2026

Make the client portal feel like a native part of your agency's product by customizing it with your branding.

Branding Options

Your agency logo appears in the portal header. For best results:

  • Use a horizontal/landscape format
  • PNG or SVG format recommended
  • Include transparent background
  • Minimum 200px width

Brand Colors

Set primary and secondary colors that match your brand:

  • Primary Color: Used for buttons, links, and accent elements
  • Secondary Color: Used for hover states and secondary elements

Enter colors as hex codes (e.g., #4F46E5 for indigo).

Custom Domain

Host the portal on your own domain for a fully branded experience:

  • Use a subdomain like portal.youragency.com
  • SSL certificate included automatically
  • Contact support to configure

Configuring Branding

  1. Go to Settings > Organization
  2. Scroll to the Branding section
  3. Upload your logo
  4. Enter your brand colors
  5. Click Save Changes
Preview your branding by opening a client portal in an incognito window. Your branding applies to all client portals automatically.

Report Branding

Generated reports also include your branding:

  • Your logo on the cover page
  • Brand colors in charts and highlights
  • Agency contact information in footer

Configure report-specific settings in Settings > Reports.

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